Financial Services

We are here to help and make getting financial advice easy and hassle free, so let’s not put it off any longer and dive right in, I can assure you that very soon you will be elated and confident in your financial plans and future goals.

Planning for your financial future

Working with you and your money

I have been a client of David’s and Woodward Financials for many years, David has impressed me most of all as he truly cares about me and my family.

Our Financial Services

INVESTMENTS

  • ACTIVE INVESTMENT WEALTH MANAGEMENT
  • PORTFOLIO PLANNING
  • NISAs
  • INVESTMENTS
  • VENTURE CAPITAL TRUSTS
  • SEED, ENTERPRISE INVESTMENT SCHEMES
  • UNIT TRUSTS
  • MULTI-MANAGER AND FUND OF FUNDS OEICS
  • STRUCTURED PRODUCTS

PENSIONS

  • AUTO ENROLMENT
  • PERSONAL PENSIONS (PPP)  GROUP PENSIONS
  • INCOME DRAWDOWN OR USP (AKA UNSECURED PENSION)
  • FLEXI ACCESS DRAWDOWN (New Pension Rule)
  • EXECUTIVE PENSION PLANNING
  • STAKEHOLDER PENSIONS
  • SIPP (A Self-Invested Personal Pension)
  • SSAS (Small Self-Administered Scheme)
  • ANNUITIES & IMPAIRED LIFE ANNUITIES

MORTGAGES

  • AGRICULTURAL MORTGAGES
  • BUY-TO-LET MORTGAGE
  • HOME REVERSION PLANS (EQUITY RELEASE)
  • COMMERCIAL MORTGAGES
  • LIFETIME MORTGAGE
  • REMORTGAGES

PROTECTION SPECIALIST

  • BUSINESS PROTECTION INSURANCE (KEY MAN)
  • LIFE ASSURANCE
  • CRITICAL ILLNESS INSURANCE
  • INCOME PROTECTION
  • MORTGAGE PROTECTION
  • MORTGAGE PAYMENT PROTECTION
  • WHOLE OF LIFE
  • LONG-TERM CARE INSURANCE
  • PRIVATE MEDICAL INSURANCE

TAX EFFICENT PLANNING

  • PRE-RETIREMENT PLANNING
  • POST-RETIREMENT PLANNING
  • EXIT STRATEGY PLANNING
  • STRATEGIC DIRECTOR PLANNING

WILLS

  • LASTING POWER OF ATTORNEY
  • TRUSTS
  • OPG REGISTRATION

LOANS

  • BUSINESS DEVELOPMENT LOANS
  • RISK MITIGATION SECURED LOANS

GENERAL INSURANCE

  • BUILDINGS AND CONTENTS INSURANCE

Live your best life

We focus on your financial needs and aspirations. Offering you the best wealth management service to help you preserve and manage your future. Giving you the time to focus on the important things in life.